financial consultant

Education

• Bachelor's degree

Tasks

• Advise on trust account investments
• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
• Assist in the planning and execution of financial statement audits

Personal suitability

• Efficient interpersonal skills
• Initiative
• Judgement
• Team player

Screening questions

• Do you have previous experience in this field of employment?
• What is the highest level of study you have completed?

Experience

• 2 years to less than 3 years
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 35 hours per week